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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Allow Managers to Update History Notes for SalesReps on their Team

Bailey1
Posts: 57

Allow Managers to Update History Notes for SalesReps on their Team Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 14 12:52 PM

I need to add some custom code to allow a Sales Mgr to edit the history notes for their salesreps. So I need to get the Team for the salesrep who completed the history record and check to see if the current user (manager logged into SLX client) is in the same team. If so, allow them to update the notes. Does anyone have some code that does that or something similar that I could take a look at? We are currently on SLX ver 7.5.4. Thanks

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